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Semiconductor device manufacturing

CNBC Daily Open: Rising geopolitical risk

by Adrian Jhonsan
CNBC Daily Open: Rising geopolitical risk

Traders work on the floor of the New York Stock Exchange during afternoon trading on April 09, 2024 in New York City.  Michael M. Santiago | Getty Images This report …

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Categories World

Global chip stocks from Nvidia to ASML fall as geopolitics, Trump weigh

by Ev Richard
Global chip stocks from Nvidia to ASML fall as geopolitics, Trump weigh

Global chip stocks fell sharply, with ASML, Nvidia and TSMC posting declines amid reports of tighter export restrictions from the U.S. and a ramp-up of geopolitical tensions fuelled by comments …

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Categories Technology

Trump says Taiwan should pay the U.S. for defense; shares of TSMC fall

by Ev Richard
Trump says Taiwan should pay the U.S. for defense; shares of TSMC fall

Former U.S. President Donald Trump speaks during a campaign rally at the Butler Farm Show in Butler, Pennsylvania, on July 13, 2024. Brendan Mcdermid | Reuters Former U.S. President Donald …

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Categories Technology

ASML earnings report Q2 2024

by Ev Richard
ASML earnings report Q2 2024

ASML logo is seen at the headquarters in Veldhoven, Netherlands, June 16, 2023. Piroschka Van De Wouw | Reuters ASML reported second-quarter earnings and sales that beat forecasts, as interest …

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Categories Technology

Nvidia stock pops 10% to record high

by Ev Richard
Nvidia stock pops 10% to record high

Nvidia CEO Jensen Huang delivers a keynote address during the Nvidia GTC Artificial Intelligence Conference at SAP Center on March 18, 2024 in San Jose, California.  Justin Sullivan | Getty …

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Categories Technology

TSMC posts fastest monthly revenue growth since 2022 on AI chip boom

by Ev Richard
TSMC posts fastest monthly revenue growth since 2022 on AI chip boom

TSMC displayed on a phone screen and microchip and are seen in this illustration photo taken in Krakow, Poland on July 19, 2023 Jakub Porzycki | Nurphoto | Getty Images …

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Categories Technology

Intel drops 8% after chipmaker reports hefty loss in foundry business

by Ev Richard
Intel drops 8% after chipmaker reports hefty loss in foundry business

Signage outside Intel headquarters in Santa Clara, California, Jan. 30, 2023. David Paul Morris | Bloomberg | Getty Images Intel shares closed down 8% on Wednesday after the company disclosed …

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Categories Technology

India wants to be a global chip powerhouse in 5 years, says IT minister

by Ev Richard
India wants to be a global chip powerhouse in 5 years, says IT minister

Workers assembles smartphones at Dixon Technologies factory in Uttar Pradesh, India, on Thursday, Jan. 28, 2021.  Bloomberg | Bloomberg | Getty Images India wants to be among the world’s top …

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Categories Technology

Nvidia shares pop 12% in premarket trade after AI-fueled bumper earnings

by Ev Richard
Nvidia shares pop 12% in premarket trade after AI-fueled bumper earnings

Jensen Huang, president of Nvidia, holding the Grace hopper superchip CPU used for generative AI at the Supermicro keynote presentation during Computex 2023. Walid Berrazeg | Lightrocket | Getty Images …

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Categories Technology

Nvidia rally fueling FOMO in overall market: Evercore’s Julian Emanuel

by Adrian Jhonsan
Nvidia rally fueling FOMO in overall market: Evercore’s Julian Emanuel

Evercore ISI’s Julian Emanuel thinks Nvidia’s monster rally is fueling a fear of missing out in the market. He finds clients, including many who traded through the dot-com boom and …

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Categories World
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